AP

Advisors Preferred Portfolio holdings

AUM $606M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$8.66M
3
+$7.84M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.75M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

1
+$3.99M
2
+$3.76M
3
+$3.76M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.53M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.52M

Sector Composition

1 Consumer Discretionary 0.42%
2 Technology 0.42%
3 Financials 0.32%
4 Energy 0.32%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.9K 0.01%
+1,736
227
$24.8K 0.01%
+536
228
$24.8K 0.01%
+248
229
$23.2K 0.01%
239
-6,009
230
$23.1K 0.01%
+810
231
$23K 0.01%
594
-10,386
232
$22.9K 0.01%
+477
233
$22.9K 0.01%
+214
234
$22.8K 0.01%
+429
235
$22.8K 0.01%
+142
236
$22.7K 0.01%
+230
237
$22.6K 0.01%
843
-10,089
238
$22.5K 0.01%
+383
239
$22.4K 0.01%
363
-119
240
$22.3K 0.01%
408
-748
241
$17.8K 0.01%
601
+28
242
$14.5K 0.01%
+824
243
$14.5K 0.01%
+1,034
244
$14.5K 0.01%
+548
245
$14.5K 0.01%
+464
246
$14.5K 0.01%
+969
247
$14.5K 0.01%
6,491
-14,010
248
$14.5K 0.01%
+335
249
$14.4K 0.01%
+166
250
$14.3K 0.01%
+430
8 9
10
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